About HoneyBook

HoneyBook is a cloud-based customer relationship management (CRM) solution designed for small businesses. The solution helps users manage business processes from inquiry through to invoicing. HoneyBook lets users manage projects, book clients, sign contracts online, send invoices and handle payments.

HoneyBook features task management that lets users view and track various stages of a project. Users can keep invoices, contracts and other documents in one place. Also, users can respond to clients with automated appointment requests and follow-ups using personalized templates and notifications. In addition, automated payment reminders can be sent and task reminders can be created based on the projects.

HoneyBook integrates with tools such as QuickBooks,...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

319 Reviews of HoneyBook

Average User Ratings

Overall

4.84 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

5.0

Functionality

4.5

Ratings Snapshot

5 stars

(285)

285

4 stars

(25)

25

3 stars

(5)

5

2 stars

(1)

1

1 stars

(3)

3

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 319 results

September 2019

Christina from Scalera IP Law LLC

Verified Reviewer

Company Size: 2-10 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2019

The Best Client Management Resource-- goes beyond normal software

Before I used HoneyBook, I had tried several other client management platforms. All of them were clunky, and often I'd have to hunt around for things in the interest of the app developer's attention to folders and organization. What a mess! I'm so glad I switched to HoneyBook. They've consistently made product improvements and seem to really care about their customers. It gets easier and more fun to use every day, with just enough features to accomplish what I need without overwhelming me. I highly suggest this to anyone who is managing multiple clients, especially if you have client projects that tend to go dormant for awhile then pick back up.

Pros

I love how easy it is to use, and how amenable the HB team is to updating the software if you have a feature request or complaint. It provides very visual, easy user prompts that allow me to easily accomplish what I need in a fraction of the time of other software apps I've tried.

Cons

It's annoying that I can't delete the default emails that came with my account to replace them with my own workflow, so myself or a team member doesn't get confused with their suggested emails vs. the ones I actually want to use.

Response from HoneyBook

Replied September 2019

Christina, thank you for you being a HoneyBook member! We are so happy to hear that HB allows you to manage your clients in a fraction of time of other systems! Our Product Team works hard to consistently meet and exceed our members expectations. Thank you for the feedback on the default email templates. I will share with our team. Incase you didn't know, you can edit the default templates text and format to meet your needs.

September 2020

Alyssa from Luminescent Dreams

Company Size: 1 employee

Industry: Design

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Using HoneyBook is like having a personal sales assistant helping me run my business 24/7

Wow, just keeping everything in one place for my business and the way HoneyBook automatically saves everything that I've been working on has been absolutely transformational. I feel like HoneyBook is 5-10 apps all in one. I also like your customer support and the overall vibe of your company that I get from using your product. I feel like you truly care about your customers :) Also, I'm currently on the $1 per month plan for 6 months. Keep offering that, because that is what made me commit to HoneyBook! Also, your pre-written proposal legal contract is AMAZING! So professional and easy to customize.

Pros

Honeybook is incredibly intuitive and easy to use. Luckily, I started using it when I began my business, so I didn't need to transfer any existing CRM or sales data over. When I was onboarding, HoneyBook's support staff loaded in a bunch of pre-designed templates specific to my industry. They also took images I sent them of my products and prices and turned them into usable sales proposals. That alone has saved me WEEKS of time that I would have had to spend learning how to use HoneyBook and manually inputting my content.

Cons

The time tracker does not function to the extent that I need it to. I currently use Time Doctor to track my time, but it would be nice if I could keep everything in HoneyBook. Also, I oftentimes don't see my reminders for following up with "tasks" for clients in my projects pipeline. If there's a way to have those notifications automatically sync with my personal google calendar and send me an email reminder, that would be helpful. Pipedrive's CRM and sales pipeline does a really great job of showing urgent prospects to follow up with. I think it color-codes them too. Also, the email feature within HoneyBook can be a bit confusing. Sometimes, I can't tell if an email sent or not. The notes are also not displayed in a way that's very easy to read. It would be nice to add bullets, bold text, underline, etc. Pipedrive does a really great job of showing all of the email threads and notes between clients and multiple team members in their CRM. Also, the first time I sent an invoice, HoneyBook automatically included a place for gratuity/tip. I've now figured out how to turn that setting off, but I couldn't see that it was automatically included in my invoice ahead of time. With my business (and I think most), they will never need gratuity, so I think that's kind of an odd setting. Maybe instead of having to click and review the settings in the left side bar of invoices, there could be an extra prompt to review those settings before the user sends the proposal to their client.

Reasons for Choosing HoneyBook

Price, ease of use, everything being in one place, support staff to help with onboarding, good UX and UI.

October 2020

Sarah from Sarah Joan Photography

Company Size: 1 employee

Industry: Photography

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Functionality

4.0

October 2020

Definitely a game changer!

Pros

I love how organized I feel using this product - I can see at a glance where I am in the process with all of my clients and it is amazing to pull up all the correspondence with each client in one place. It has made a world of difference and I am beyond happy with it!

Cons

The thing I like least is the limitation when building templates for contracts, proposals, questionnaires, etc. - I am in the business of photography and delivering beautiful images is what sets my soul on fire! I wish I could add some of my images into some of my documents and have full control over the size and their location in the document. The way it is set up right now is a square crop on any image which can only be left, center, and right page. Dubsado has the leg up on Honeybook in that regard but otherwise I am totally happy with Honeybook.

Reasons for Choosing HoneyBook

Pixieset does not yet have a CRM option - although it sounds like it's in the works. It ultimately came down to price when I decided to go with Honeybook - they had a really good deal for the first year.

June 2018

Paige from Paige Eden Photography, Inc.

Verified Reviewer

Industry: Photography

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

3.0

Functionality

2.0

June 2018

Not User Friendly - Difficult Learning Curve

Pros

Keeps contracts in one place, able to accept credit cards. You can network with other vendors, and they seem to really concentrate more on this than actually developing software that works well.

Cons

I am a "founding" Honeybook user and bought the lifetime membership. At first, HB was very convenient. The learning curve was very frustrating as the online software had many MANY bugs. It still does. The entire premise behind the software was to free up your time, have all your projects in one place, sign contract, get paid, etc. Yes, great idea! However, the software has so many glitches! You're not able to even edit a person in your contacts. Their customer support team used to be great you could actually message a real person - now you have to wait a day or two to get an email answer and most of the time they just send you a link to deal with your problem. Once you email your client the contract, everything goes down the Honeybook "rabbit hole". My clients are tech savvy and they can't even figure out Honeybook - the emails that I've received from frustrated clients is numerous. Save your time and money and get another online software that will actually do the job - like Sprout Studio or Dubsado. Wish I would have done that from the beginning. Regretting my purchase since my lifetime "membership" isn't transferrable and Honeybook continues to make money off of me by accepting credit card payments. I looked at 17hats, which also didn't have great reviews before I purchased Honeybook. Moving on, however, I'm assuming that the process will not be easy transferring existing contracts and other office files.

August 2020

Janelle from Makeup By Janelle

Company Size: 1 employee

Industry: Consumer Services

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Organize My Squirrel Brain

Pros

Everyone kept telling me, "Honeybook is great, but there's a learning curve." So I was a little intimidated. They were wrong, I could jump in face first and start using it exclusively immediately. Even in the middle of a terrible time for my little business, I will pull all the strings I can find to be able to afford Honeybook. It's easy for me, easy for my clients and keeps me focused. It saves me time and energy and thats the most important thing!

Cons

The only thing I'm having issues with right now is making a brochure. It probably user error, but I wish it there more extensive editing capabilities within the brochure making operation. I will play around with it some more though.

Reasons for Choosing HoneyBook

I got a referral code and everyone kept telling me how great the customer service was.